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iShares Russell 1000 Value ETF
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Overview Fund Activity

688 hedge funds and large institutions have $23.1B invested in iShares Russell 1000 Value ETF in 2016 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 258 increasing their positions, 191 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
688
Holders Change
+84
Holders Change %
+13.91%
% of All Funds
17.23%
Holding in Top 10
101
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+8.6%
% of All Funds
2.53%
New
124
Increased
258
Reduced
191
Closed
33
Calls
$14.4M
Puts
$12.8M
Net Calls
+$1.57M
Net Calls Change
-$339K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.29B
2
BL
Balentine LLC
Georgia
$598M
3
PPA
Parametric Portfolio Associates
Washington
$491M
4
BIT
BlackRock Institutional Trust
California
$197M
5
Morgan Stanley
Morgan Stanley
New York
$860M

Top Sellers

1
TA
Teachers Advisors
New York
$37.2M
2
Bank of America
Bank of America
North Carolina
$2.31B
3
American Century Companies
American Century Companies
Missouri
$632M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$78.1M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$1.32B
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
176
Aspiriant LLC
California
$7.67M +$325K +2,900 +4%
WFWM
177
Wechter Feldman Wealth Management
New Jersey
$7.62M +$7.62M +68,014 New
AT
178
Arden Trust
Delaware
$7.59M -$235K -2,097 -3%
Natixis Advisors
179
Natixis Advisors
Massachusetts
$7.32M -$15.8M -141,055 -68%
AWMG
180
Alliance Wealth Management Group
New Jersey
$7.09M -$460K -4,105 -6%
JFGIW
181
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.77M -$1.54M -13,772 -19%
WB
182
Webster Bank
Connecticut
$6.77M +$730K +6,518 +12%
WSFS
183
Wilmington Savings Fund Society
Delaware
$6.69M +$7.62K +68 +0.1%
MWM
184
Merriman Wealth Management
Washington
$6.67M -$49.6K -440 -0.7%
NIMC
185
NWQ Investment Management Company
California
$6.67M +$5.64M +50,312 +548%
FA
186
FC Advisory
Pennsylvania
$6.43M +$49.8K +441 +0.8%
ZIM
187
Zacks Investment Management
Illinois
$6.31M +$6.02M +53,750 +2,070%
HFS
188
HL Financial Services
Kentucky
$6.16M -$201K -1,792 -3%
SI
189
SII Investments
Wisconsin
$6.13M +$15.7K +140 +0.3%
FAAS
190
First Allied Advisory Services
California
$6.12M +$42.9K +383 +0.7%
Boston Partners
191
Boston Partners
Massachusetts
$6.08M -$896K -7,995 -13%
DIA
192
Denver Investment Advisors
Colorado
$6.04M +$373K +3,329 +7%
AMG
193
Asset Management Group
Connecticut
$6.04M +$32.5K +290 +0.5%
KSA
194
Ken Stern & Associates
California
$5.97M +$52.3K +467 +0.9%
IAA
195
Ironsides Asset Advisors
North Carolina
$5.95M -$51.5K -460 -0.9%
KT
196
Kanaly Trust
Texas
$5.87M – – –
NL
197
NWAM LLC
Washington
$5.77M +$81K +723 +1%
CCWA
198
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.76M +$528K +4,714 +10%
RCAMU
199
Rothschild & Co Asset Management US
Connecticut
$5.71M +$5.45M +48,656 +2,087%
CB
200
Community Bank
New York
$5.69M -$4.48K -40 -0.1%
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